Olde Raleigh Financial Group is an employee-owned, fee-based financial advisory firm dedicated to personalizing your investment journey. Olde Raleigh Financial Group is an independent, employee owned financial advisory firm in Raleigh, NC. In our capacity as investment advisor representatives, we offer customized equity portfolios and financial plans for individuals, families and privately held co
mpanies on a fee-based basis. We look to attract clients who are tired of cookie cutter wealth management and are looking for a financial advisor with a more personal touch. We facilitate retirement planning, tax planning, social security analysis, college planning, 401k allocation, insurance and estate planning. Above all, as investment advisor representatives we have a fiduciary standard of care and therefore we believe in acting in your best interest. Of market gyrations and “great recessions”. Of time spent inside the corporate culture of both banks and broker dealers and understanding neither are for us nor our clients. Of taking the long view through the prism of today’s details. Of the craft that is personal wealth management. Throughout this evolution, we as individuals have always been focused on the best interest of those we serve. This quality is innate in all of us and you can’t work here if you don’t have that core talent.
